Purchases and Sales Made in Q4 2023 in Vanguard World Fd Esg Intl Stk (VSGX)
This table provides information about the institutional ownership of Vanguard World Fd Esg Intl Stk (VSGX) during Q4 2023. The information is specifically focused on institutions that hold shares of VANGUARD WORLD FD ESG INTL STK.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.46M+ 21.48% |
$70M - $80.5M
|
8.23M
$468M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
743KNew |
$35.7M - $41.1M
|
743K
$42.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
218K+ 490.28% |
$10.5M - $12.1M
|
263K
$15M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
131K+ 32.08% |
$6.28M - $7.23M
|
538K
$30.6M
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
128KNew |
$6.16M - $7.09M
|
128K
$7.29M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
65.2KNew |
$3.13M - $3.61M
|
65.2K
$3.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
59.5KNew |
$2.86M - $3.29M
|
59.5K
$3.38M
|
|
|
Jul 24, 2024
Q4 2023
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
57.5KNew |
$2.76M - $3.18M
|
57.5K
$3.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
57KNew |
$2.74M - $3.15M
|
57K
$3.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
43.8KNew |
$2.11M - $2.42M
|
43.8K
$2.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
42.5KNew |
$2.04M - $2.35M
|
42.5K
$2.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
41.2KNew |
$1.98M - $2.28M
|
41.2K
$2.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
40.6K+ 25.08% |
$1.95M - $2.25M
|
203K
$11.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
30.6K+ 15.48% |
$1.47M - $1.69M
|
228K
$13M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
29.9K+ 12.24% |
$1.44M - $1.65M
|
274K
$15.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
29.4K+ 8.91% |
$1.41M - $1.62M
|
359K
$20.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
27.4KNew |
$1.32M - $1.51M
|
27.4K
$1.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
26.5KNew |
$1.28M - $1.47M
|
26.5K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
25.1K+ 80.05% |
$1.21M - $1.39M
|
56.5K
$3.21M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
24.7K+ 34.49% |
$1.18M - $1.36M
|
96.1K
$5.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
21.2K+ 251.4% |
$1.02M - $1.17M
|
29.6K
$1.68M
|
|
|
Jan 22, 2024
Q4 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
21.1K+ 21.26% |
$1.01M - $1.17M
|
120K
$6.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20.8K+ 1.77% |
$1M - $1.15M
|
1.2M
$68.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
20.1K+ 17.43% |
$965K - $1.11M
|
135K
$7.69M
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
19.4KNew |
$932K - $1.07M
|
19.4K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.7K+ 3.0% |
$753K - $866K
|
538K
$30.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.6K+ 119.17% |
$749K - $862K
|
28.7K
$1.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
15.4KNew |
$740K - $851K
|
15.4K
$875K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
14.3KNew |
$689K - $792K
|
14.3K
$815K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14K+ 95.51% |
$673K - $775K
|
28.7K
$1.63M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
12.6KNew |
$607K - $699K
|
12.6K
$719K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
12.1KNew |
$583K - $671K
|
12.1K
$690K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
11.8KNew |
$565K - $650K
|
11.8K
$668K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
11.1KNew |
$535K - $616K
|
11.1K
$633K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
11K+ 32.08% |
$529K - $609K
|
45.4K
$2.58M
|
|
|
Jan 22, 2024
Q4 2023
|
Refined Wealth Management
|
BUY
|
- |
9.92K+ 3.77% |
$477K - $548K
|
273K
$15.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
9.89KNew |
$475K - $547K
|
9.89K
$562K
|
|
|
Aug 13, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
9.05K+ 2.59% |
$435K - $500K
|
359K
$20.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.14K+ 12.35% |
$391K - $450K
|
74.1K
$4.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.14K+ 17.18% |
$391K - $450K
|
55.5K
$3.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
8.07K+ 47.41% |
$388K - $446K
|
25.1K
$1.43M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
7.17K+ 163.04% |
$344K - $396K
|
11.6K
$657K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.83K+ 21.74% |
$328K - $378K
|
38.3K
$2.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.79K+ 8.72% |
$326K - $375K
|
84.6K
$4.81M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
6.7KNew |
$322K - $370K
|
6.7K
$381K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.64K+ 9.57% |
$319K - $367K
|
76K
$4.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.47K+ 15.8% |
$311K - $358K
|
47.4K
$2.7M
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
6.4K+ 9.32% |
$308K - $354K
|
75.1K
$4.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
6.19KNew |
$297K - $342K
|
6.19K
$352K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6.02K+ 14.0% |
$289K - $333K
|
49K
$2.79M
|